Caterpillar
CAT
1,514 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 584 increasing their positions, 543 reducing their positions, and 90 closing their positions.
27% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 90
8% more repeat investments, than reductions
Existing positions increased: 584 | Existing positions reduced: 543
0% more funds holding
Funds holding: 1,507 → 1,514 (+7)
0.72% less ownership
Funds ownership: 68.1% → 67.38% (-0.72%)
9% less capital invested
Capital invested by funds: $59.8B → $54.5B (-$5.36B)
26% less call options, than puts
Call options by funds: $1.4B | Put options by funds: $1.89B
36% less funds holding in top 10
Funds holding in top 10: 45 → 29 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$186M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$102M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$90.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$231M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$212M |
| 3 |
Goldman Sachs
New York
|
-$168M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$118M |
CAT Hedge Fund Activity: Q2 2018 in Review
1,514 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2018, worth a combined $54.5B — down 9% from $59.8B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new CAT positions and 90 closed out — a net gain of 24 holders — while 584 added to existing stakes and 543 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $186M. The largest seller was Wellington Management Group, cutting an estimated $231M.
- 1,514 institutional investors held Caterpillar (CAT) as of Q2 2018, up from 1,507 in Q1 2018.
- Funds reported $54.5B of Caterpillar stock for Q2 2018, down 9% quarter-over-quarter.
- 114 funds opened new Caterpillar positions in Q2 2018 and 90 closed out, a net change of +24 holders.
- The largest Caterpillar buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $186M added.
- The largest Caterpillar seller in Q2 2018 was Wellington Management Group, an estimated $231M sold.
Based on aggregated 13F filings for Q2 2018.